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SBA Business Development Officer and have assisted clients in all aspects of their business from the inception, start-up point, growth in business to selling/buying business etc. Been in the Banking Industry for 25 + years and have held various positions from Portfolio Manager, Operations, Underwriting Loans, Inside Buyer, Senior Credit Risk Officer, Credit Analyst. SBA Business Development Officer and to now a Senior Commercial Lender (handling Conventional; SBA Lending and Construction Lending).

With my experience in Finance and Accounting, I am looking forward to helping clients refine their business plans, accounting set ups, budgeting, securing funding, etc.

I have 20 years of food service experience from the ground up. With my background in culinary arts plus business development, I can help any client obtain the resources necessary to start their own business. Currently, I have 3 companies focusing on school nutrition catering, baking, and real estate for a diversified portfolio. My catering company I took from a $3 million company to a $20 million within 4 years. I'm happy to advise any client on how to understand how to grow their business based on the market need for their product or company resources.

I have a strong background in digital marketing, including social media tactics, understanding digital marketing products, and Google Ads. I have worked for a national digital media agency providing these resources for 5 years. I own my own logistics business outside of my full time job. I can help clients with start ups or buying pre existing businesses.

I have a commercial lending banking background; specifically in commercial real estate financing. I can help analyze commercial real estate valuation and financing. I can help with the preparation of a loan request for commercial real estate acquisition or construction.

Offer assistance and support to SCORE clients across various aspects of business management, encompassing areas such as accounting, budgeting, and financial planning.

Embark on your entrepreneurial adventure with me, a mentor who excels in guiding both startups and growing businesses. With expertise in establishing solid business foundations, I adeptly navigate through business entity setup, accounting systems, and compliance with local, state, and federal requirements. My experience spans startup costs, cash flow prediction, contract management, human resources, essential business insurances, and multi-state business operations, ensuring a comprehensive approach to business setup and expansion.

I can help SCORE clients through expert business tax and finance advice through my experiences forming companies, growing them, and exiting them.

P&L, Cashflow, Business Operations, Marketing, Financial Planning, Strategy

Having 45+ years of experience as a CFO, CEO, Operations management and Commercial RE, provides me with a broad knowledge of business operations expertise. I understand the importance of cash flow, breakeven and profitability modeling, business analysis, and measurement of the performance goals using spreadsheets. Capable of analyzing the numbers of the business, to learn the story being told by the numbers. By asking the right questions, I can help clients create their own business plan and guide them along the implementation of the plan towards success.